Overview, Platforms and Supported Custodians
TradeWarrior is portfolio rebalancing software for financial advisory firms. There are two versions of TradeWarrior, Small Business and Ultimate, each offering a well thought out combination of features and price. Both the Small Business and Ultimate versions are offered as a FinFolio Plugin, or as an installed application on your stand-alone server. TradeWarrior currently supports most major custodians, including Schwab, Fidelity, TD Ameritrade, Pershing, and Shareholders Services Group. For pricing and purchasing information, please contact us. TradeWarrior was created with the idea of making powerful rebalancing software affordable and available for advisory firms of all sizes, and our pricing is among the most competitive in the industry. We’ve built our software with cutting edge, enterprise grade software tools that offer more flexibility, more interoperability, and better compliance with industry standards. We believe we have created the the best rebalancing software value in the industry, and we’re prepared to show our clients that TradeWarrior offers a tremendous value to their firm. Thanks for taking time to learn more about TradeWarrior. We hope you find the information here informative. If you have any questions along the way, or want to set up a personal demo, please let us know.
TradeWarrior Rebalancing Engine
TradeWarrior is an installed, browser accessible, client hosted, software application. Your information is hosted on your server, behind your firewall, and under your firm’s full control. TradeWarrior was created with mature software technologies, that work seamlessly on industry standard server software (Microsoft SQL Server). Explore TradeWarrior’s features, take a look at some screenshots, or set up a demo.
FinFolio Plugin
We’re excited to be a partner with FinFolio’s Open Portfolio Management System. TradeWarrior will be a 3rd party application on the FinFolio platform, offering unprecedented rebalancing power and seemless integration with portfolio management software. You can learn more about FinFolio and their Open Portfolio Management system on their website.
Features List
TradeWarrior was created with the idea of providing a full-featured rebalancing tool that advisors of all sizes could afford. You can learn more about TradeWarrior’s feature list on our features page.
Screenshots
A picture is worth a thousand words. Take a look and get a feel for TradeWarrior. After two years of development, TradeWarrior is software that is as usable as it is functional. We’ve focused on using industry standard layouts, options and styles to ensure your experience is familiar, simple, and effective.
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